LOAMS

Lombard Odier Asset Management (Switzerland) Portfolio holdings

AUM $1.98B
1-Year Est. Return 25.93%
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$19.4M
3
+$16.2M
4
MA icon
Mastercard
MA
+$12.9M
5
HALO icon
Halozyme
HALO
+$10.6M

Top Sells

1
+$17.2M
2
+$13.5M
3
+$12M
4
HD icon
Home Depot
HD
+$10.1M
5
BABA icon
Alibaba
BABA
+$8.04M

Sector Composition

1 Healthcare 32.52%
2 Consumer Discretionary 16.47%
3 Financials 13.41%
4 Technology 7.88%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$520K 0.05%
1,537
-777
227
$520K 0.05%
10,939
+4,621
228
$511K 0.05%
3,480
-10,493
229
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4,343
230
$484K 0.05%
1,646
+141
231
$483K 0.05%
+7,786
232
$481K 0.05%
5,427
-6,607
233
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3,779
-5,106
234
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7,614
-1,990
235
$456K 0.04%
5,550
236
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10,570
-8,936
237
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4,853
-14,118
238
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4,262
+378
239
$425K 0.04%
5,717
240
$425K 0.04%
21,000
241
$422K 0.04%
3,226
-7,044
242
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243
$418K 0.04%
8,376
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244
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245
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246
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3,507
247
$405K 0.04%
25,562
-36,847
248
$400K 0.04%
3,463
+588
249
$398K 0.04%
900
250
$394K 0.04%
10,400
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10
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